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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,959 | $175,259-93.7% | $149,723-92.7% | $139,487-92.1% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 28.03% | 166.82%-138.8pp | 134.50%-106.5pp | 373.84%-345.8pp |
| Employer contribution / active EE | $1,203 | $5,478-78.0% | $4,821-75.0% | $4,755-74.7% |
| Participant deferral / active EE | $1,610 | $6,522-75.3% | $5,682-71.7% | $6,713-76.0% |
| Admin fee / account holder | $343 | $16,158-97.9% | $13,215-97.4% | $11,407-97.0% |